All three major US stock indexes were up in late-morning trading Wednesday, as investors look ahead

courtneyk/iStock via Getty Images Introduction The last time I covered Host Hotels & Resorts, Inc. ( HST ), I highlighted this leading hotel REIT's strong financials, solid balance sheet, and prudent management approach in the face of near-term industry headwinds. I’m reiterating HST’s Buy rating thanks to another solid report, good 2026 guidance, and potential to recover thanks to near- and long-term tailwinds, offering solid and sustainable dividends and buybacks alongside a premium leadership position. Internal Developments Host Hotels & Resorts IR HST reported a solid Q4 and 2025 overall, beating the market’s FFO and revenue estimates by quite a bit, with a 4.2% comparable total hotel RevPAR increase and a 4.6% increase in Adj. EBITDAre in 2025 (even better in Q4), completing the sale of two assets in 2025 and four more in progress expected to be closed in early 2026, recently selling two properties in Florida and Wyoming for $1.1 billion. Host Hotels & Resorts IR As for the outlook, the company expects a solid 2.5% to 4% increase in comparable hotel total RevPAR, a -1% to 2.4% change in Adjusted EBITDAre, and a -1.9% to 1.9% for their Adjusted FFO. Note that in this industry, the Adjusted FFO they report is not what we normally call the AFFO, as the number they report doesn’t take into account the FF&E reserve (the CAPEX for Furniture, Fixtures, and Equipment). This is generally about 4% of hotel revenues, but we’ve seen reports suggesting that the current level is even double that much over the past decade due to constant deferred maintenance, especially as the pandemic disrupted these numbers significantly as a result of a mix of inflation combined with occupancy drops, on top of other reports suggesting that many hotels haven’t been renovated in over a decade. Host Hotels & Resorts IR As we can see, the company’s CAPEX has been very significant in recent years, although they expect it to reach between $525 million and $625 million in 2026 (note that the comp...

Catherine Delahaye/DigitalVision via Getty Images Heading into an important year, there is a case on paper for Nu Skin Enterprises ( NUS ) stock. Shares are cheap, trading in the range of 3x adjusted EBITDA for 2026. Guidance for this year does seem to have disappointed, sending shares lower, but margins appear set to expand, and the company expects revenue growth to turn positive toward the tail end of the year. With a pair of potential catalysts on the way, that in turn would set the company up for even better performance in 2027 and a potentially significant re-rating. Meanwhile, there are some assets (and a net cash-positive balance sheet) that suggest at least some protection to the downside if management proves to be overly optimistic. On paper, risk/reward seems skewed to the upside. Of course, " on paper" deep value cases have been mostly a graveyard for investor capital over the past 15 years, which is one obvious concern. The issue more specific to Nu Skin, however, is that the core, legacy business simply is showing no signs of stabilizing. And as cheap as the stock looks, it's always crucial in these situations to remember that investors are owning a business. The concern I've had for a while remains: Nu Skin has not yet proven that this is a business worth owning. And given where valuation is, there's plenty of incremental upside to capture when and if that proof arrives. A Business in Decline As we'll discuss, there are reasons around the edges to see NUS stock as intriguing here, but the core problem for the company, and the stock, is difficult to ignore: author from NUS filings The only region that has grown customers at all is the Americas, and even that has come from a shift from the U nited States to lower-revenue Latin American regions. (Revenue in the segment is down 7% since 2019.) The customer base in China, once such a key market, is down 60%. And this figure, which includes both the "consumer group" (people who use or share the product mostl...

Government reviews options for university graduates on Plan 2 loans, such as increasing repayment thresholds Ministers are examining ways to ease the burden of student loans after weeks of pressure over a policy pulling more people into repayments, the Guardian understands. The Treasury and the Department for Education are reviewing different options to offer relief to graduates with Plan 2 student loans , often paying tens of thousands more than their original loan amount. Continue reading...

On February 17, 2026, SQUADRA Investments - Gestao de Recursos Ltda. reported selling most of its shares of StoneCo (NASDAQ:STNE) . According to an SEC filing dated February 17, 2026, SQUADRA Investments - Gestao de Recursos Ltda. reduced its position in StoneCo by 1,784,458 shares during the fourth quarter of 2025. The estimated transaction value is $29.84 million, calculated using the average closing price for the quarter. The quarter-end value of the stake dropped by $38.87 million, a figure reflecting both the sale and changes in stock valuation. StoneCo is a leading provider of financial technology infrastructure in Brazil, serving over 1.7 million clients with a focus on small and medium-sized businesses. Its scale, client-centric approach, and robust technology platform position it as a key player in Brazil's rapidly evolving digital payments landscape. Continue reading

Steven Madden ( SHOO ) declares $0.21/share quarterly dividend . Payable March 20; for shareholders of record March 11; ex-div March 11. See SHOO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Steven Madden Steven Madden, Ltd. (SHOO) Q4 2025 Earnings Call Transcript Steven Madden outlines 9–11% revenue growth target for 2026 amid tariff headwinds and brand momentum Steven Madden withholds FY26 profit guidance on lingering tariff risks Seeking Alpha’s Quant Rating on Steven Madden Historical earnings data for Steven Madden

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Nvidia stock has been trending sideways for the last four months, weighed down by a host of concerns related to the AI megatrend.

Oracle (ORCL) offers a "favorable" risk-reward after the stock's valuation multiples have been more

Shareholders of Helios Technologies Inc (Symbol: HLIO) looking to boost their income beyond the stock's 0.5% annualized dividend yield can sell the September covered call at the $85 strike and collect the premium based on the $5.10 bid, which annualizes to an additional 12.4% ra

Image source: The Motley Fool. Wednesday, February 25, 2026 at 10:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Shareholders of Matson Inc (Symbol: MATX) looking to boost their income beyond the stock's 0.8% annualized dividend yield can sell the January 2028 covered call at the $220 strike and collect the premium based on the $21.50 bid, which annualizes to an additional 6.7% rate of ret

In trading on Wednesday, shares of First Solar Inc (Symbol: FSLR) crossed below their 200 day moving average of $214.01, changing hands as low as $196.45 per share. First Solar Inc shares are currently trading off about 14.8% on the day. The chart below shows the one year perf

Shareholders of Kinetik Holdings Inc (Symbol: KNTK) looking to boost their income beyond the stock's 7.5% annualized dividend yield can sell the March covered call at the $50 strike and collect the premium based on the 50 cents bid, which annualizes to an additional 18.4% rate o

Shareholders of Energizer Holdings Inc (Symbol: ENR) looking to boost their income beyond the stock's 5.6% annualized dividend yield can sell the August covered call at the $25 strike and collect the premium based on the $1.55 bid, which annualizes to an additional 14.9% rate of

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Just when it seems like its stock can't possibly sink any more than it already has, GoDaddy (NYSE: GDDY) finds a way. As of 11:42 a.m. ET today, shares of the website-host and domain registrar are down another 15.9%, dragging them to a two-year low that's 65% below their early 2025 peak. Blame earnings... sort of. While its reported fiscal Q4 numbers topped analysts' estimates, revenue guidance for the quarter now underway was disappointing. In some ways, however, today's sizable stumble could also mark the stock's long-awaited bottom. Continue reading

narvo vexar/iStock via Getty Images The State of the Union address is playing as I write this. Which is timely, since I had already planned to write this article. And it has ZERO to do with politics. And everything to do with answering this question: How are the markets doing since the (second) inauguration of President Donald J. Trump on January 20, 2025? Just the facts. And then my evaluation of what that means going forward. Let's dive in, starting with some macro background. I found an excellent commentary on the chart below in a social post by Gina Martin Adams of Bloomberg, who I interviewed on Seeking Alpha's Investing Experts podcast last year. It sets the stage for my account and forward-thinking view of what the return and risk picture looks like now. HB Wealth, Matthew Sanders In particular, she noted: S&P 500 Industrials’ forward P/E, at 26.5X, matches sector P/E in 2021, when earnings were impaired by the pandemic, and at 1.24X the index, is higher than at any point in the last 30 years. The only other times industrials’ relative P/E ratio spiked to near the current record were instances in which the Fed funds rate had dropped to 1% or lower. This time, the global defense spending boom, hyperscaler capex commitments, tax reform and easy monetary policy are sparking an extraordinary amount of stock market optimism in the outlook for an industrial profits acceleration in the years ahead. As a result, the group price-to-forward 3-year earnings multiple has topped 22X for the first time since 1999. The S&P 500's traditional version ( SPY ), the cap-weighted index, is in its customary position: ahead of the equal-weighted index ( RSP ). However, as we can see, the latter is catching up. Data by YCharts The returns have been sharp across most sectors. Technology ( XLK ) is the de facto leader in most up markets. But if there is any spotlight sector that provides some hope for the future extension of this rally, it is the one at the top. Industrials ( XLI ) ar...

Cathie Wood Is Buying Up AMD Stock. Should You? Barchart.com

AMD's AI chip business appears to be thriving.

Ayvens' 2025 Financial statements are available on Ayvens' corporate website (www.ayvens.com) in the Investors section under “Financial Results”. The financial information presented for the financial year ending 31 December 2025 was approved by the Board of Directors on 5 February 2026 under the chairmanship of Pierre Palmieri and has been prepared in accordance with IFRS as adopted in the European Union and applicable at that date. The audit procedures carried out on the consolidated annual financial statements are in progress.

Ivry-sur-Seine, February 25, 2026, 5:45 p.m. CET

lvry-sur Seine, le 25 février 2026, 17h45 CET

Résultats annuels 2025

2025 FY Results

On Gold, Oil, & Uranium Billionaire natural resources investor Rick Rule , legendary short-seller Bill Fleckenstein , and veteran oil trader Erik Townsend join ZeroHedge this evening at 7PM ET to give their outlooks on three key commodities sectors: Gold, Oil, and Uranium. Gold and silver have, of course, exploded in price over the last 52 weeks with gold’s price almost doubling and reaching a high of over $5500. Silver’s price more than tripled at one point and now sits ($87.50) just under 3X where it sat in February of last year ($32.93). Given the fast and intense rise, Rule recently reduced his silver position though remains long mining stocks. Time to Rotate into Oil? Oil on the other hand is down YoY, making it perhaps the most attractive commodity due to it being relatively cheap. Oil stocks are Rule’s number one investment position due to what he says is decades of massive underinvestment, a thesis he will expand upon this evening. Lastly, uranium mining stocks have seen a meteoric rise rivaling that of gold stock, broadly doubling with some names like Energy Fuels seeing an almost 400% increase YoY. Townsend will speak to the emerging technology in the nuclear energy space and Rule will speak to the long-term bull case and whether the mining stocks have flown too high too fast. We encourage commodity investors to tune in. Visit the ZeroHedge homepage at 7pm ET tonight to watch live and commercial-free. Or follow our Spotify and YouTube to watch after it airs. Tyler Durden Wed, 02/25/2026 - 11:45

UnitedHealth ( UNH ) declares $2.21/share quarterly dividend . Payable March 17; for shareholders of record March 9; ex-div March 9. See UNH Dividend Scorecard, Yield Chart, & Dividend Growth. More on UnitedHealth UnitedHealth: Compelling Value Proposition, But Risks Greatly Elevated UnitedHealth: 3 Reasons Not To Buy (Revisited) UnitedHealth: After The Collapse Medicare Advantage growth reportedly slows down as UnitedHealth, CVS retreat Tiger Global takes new stakes in WLTH, trims NVDA, AMZN, and MSFT among Q4 moves

Monty Rakusen/Cultura via Getty Images Investment Thesis Steel Dynamics, Inc. ( STLD ) has had a decent year in 2025, with mixed financial results. Its stock price performance, in my view, more than fully reflects the financial results. The relative stock price outperformance may be the result of the overall market optimism stemming from the Trump administration's tariff program, meant to stimulate domestic industries. Steel Dynamics mostly operates in the US & Mexico, which arguably gives it an advantage relative to more international or foreign peers. The recent Supreme Court ruling puts most Trump tariff policies in doubt. It is too early to get a true sense of how it will all play out. For now, I have this stock as a hold, with either more clarity on the tariff issue needed or a significant pullback in its stock price, which would help to price in the resulting uncertainty, before I would consider initiating a position. Steel Dynamics Had A Decent Year Before I delve deeper into the likely effects of the Trump tariff, I want to briefly provide an overview of the company's business profile and its latest financial performance. Steel Dynamics is a major steel producer, offering a variety of products, ranging from steel as a bulk material to end-use products, such as beams used in construction or rail equipment. It also offers many non-ferrous products, such as recycled copper & aluminum. Its primary input is recycled metal. It has a capacity to produce 16 million tons of steel per year, which is equivalent to about a fifth of America's yearly steel output. Steel Dynamics share price & other metrics (Seeking Alpha) As the chart shows, it has had a decent half-decade in terms of its share price performance. In the past year , its share price rose even though earnings declined in 2025, according to its full-year report . Revenues came in at $18.2 billion for the full year of 2025, almost 4% higher than the previous year. Net income was down about 24% for the same per...

Minister ‘misspoke’ by telling MPs UK was ‘pausing for discussions with our American counterparts’, officials say UK politics live – latest updates Plans to hand over the Chagos Islands to Mauritius are still on track, the UK government has insisted, after a minister caused confusion by telling MPs that the deal was “paused”. Hamish Falconer, a Foreign Office minister and former diplomat, made the comment on Wednesday as the deal came under increasing pressure from opposition parties in the UK and from Donald Trump. Continue reading...

Key PointsAfter soaring last year, silver prices have been zigzagging of late.